> ## Documentation Index
> Fetch the complete documentation index at: https://docs.salesfinity.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# List custom field mappings

> Returns the team's custom field mappings: one record for each source (a CRM, or `csv` for CSV uploads) whose field mapping was saved in the dashboard's integration settings. Each entry in `fields` (contacts) and `lead_fields` (leads) ties a field in that source (`external_key`, `external_name`) to the name Salesfinity shows for it (`internal_name`). When contacts are imported from a CRM, each mapped field becomes a custom field on the contact whose `label` is the `internal_name`.

The `custom_fields` you send to `POST /v1/contact-lists` and `POST /v1/contact-lists/{id}` are free text and are not checked against these mappings. Reuse an `internal_name` as the `label` to give an API-created contact the same field a CRM-imported one has.

Not paginated. The array is empty when nothing is mapped. Records for some CRMs also carry `deal_fields`, `account_fields`, `deal_field_mapping` and `account_field_mapping`.

Returns the custom field mappings your team saved in the dashboard's integration settings: one record per source, such as `hubspot`, `salesforce` or `csv`. The response is a plain array, not paginated, and empty when nothing is mapped.

### What a mapping does

Each entry in `fields` (contacts) or `lead_fields` (leads) ties a field in the source to the name Salesfinity shows for it:

| Key | Meaning | Example |
| - | - | - |
| `external_key` | The field's API name in the source | `account_tier` |
| `external_name` | The field's display name in the source | `Account Tier` |
| `internal_name` | The name Salesfinity shows | `Account tier` |
| `type`, `field_type` | The field's data type and input type, as the source names them | `enumeration`, `select` |

When contacts are imported from a CRM, each mapped field becomes a custom field on the contact, with `label` set to `internal_name`. Records for some CRMs also carry `deal_fields`, `account_fields`, `deal_field_mapping` and `account_field_mapping`, which set the deal and account fields shown for that CRM.

### Using mappings with contact lists

The `custom_fields` on contacts you send to [Create a contact list](/api-reference/endpoint/create-list) and [Add a contact to a list](/api-reference/endpoint/add-contact) are free text: nothing checks them against these mappings. To give an API-created contact the same field a CRM import creates, use the mapping's `internal_name` as the `label`:

```json theme={"system"}
{ "type": "string", "label": "Account tier", "value": "Enterprise" }
```

### Example

```bash theme={"system"}
curl https://client-api.salesfinity.co/v1/custom-fields \
  --header 'x-api-key: YOUR_API_KEY'
```

```json theme={"system"}
[
  {
    "_id": "66e0f3a1b2c3d4e5f6a7b8c9",
    "source": "hubspot",
    "team": "64f1a2b3c4d5e6f7a8b9c0d1",
    "user": "680edc0d1504192884a148e0",
    "fields": [
      {
        "_id": "66e0f3a1b2c3d4e5f6a7b8ca",
        "type": "enumeration",
        "field_type": "select",
        "internal_name": "Account tier",
        "external_key": "account_tier",
        "external_name": "Account Tier"
      }
    ],
    "lead_fields": [],
    "createdAt": "2026-09-14T09:20:11.204Z",
    "updatedAt": "2026-09-30T16:45:02.871Z",
    "__v": 0
  }
]
```


## OpenAPI

````yaml GET /v1/custom-fields
openapi: 3.0.1
info:
  title: Salesfinity API
  description: >-
    The Salesfinity API is a JSON-over-HTTPS REST API for the Salesfinity
    parallel dialer.

    Use it to manage contact lists and notes, run the Sequencer, read call logs
    and AI call

    scores, pull team and SDR analytics, and enrich phone numbers and email
    addresses. Webhook

    subscriptions are managed in the Salesfinity dashboard rather than through
    this API.


    ## Base URL


    All requests go to `https://client-api.salesfinity.co`. There is no separate
    sandbox host;

    see the developer portal for the recommended way to test safely.


    ## Authentication


    Every operation requires an API key sent in the `x-api-key` request header.
    Generate a key

    in the Salesfinity dashboard under **Settings → Connections → API &
    Webhooks**. A key is scoped to a

    single team, and every response is filtered to that team.


    ```bash

    curl https://client-api.salesfinity.co/v1/team \
      --header 'x-api-key: YOUR_API_KEY'
    ```


    ## Errors


    Every error the API returns is JSON with the same four fields, so a client
    can parse a

    failure the same way on every endpoint:


    ```json

    {
      "message": "Forbidden resource",
      "error": "Forbidden",
      "statusCode": 403,
      "request_id": "0f6d3c52-9f3e-4c1a-a4b8-2b1f7e5d9c10"
    }

    ```


    `statusCode` matches the HTTP status. `error` is the stable reason phrase to
    branch on.

    `message` is human readable, and is an array of strings when request
    validation fails.

    `request_id` identifies the request in Salesfinity's logs; include it when
    you contact

    support. Note that a missing or invalid API key returns **403**, not 401.


    ## Request IDs


    Every response carries an `X-Request-Id` header, and an error body repeats
    it as

    `request_id`. To trace a request end to end, send your own `X-Request-Id`: 1
    to 128

    characters of letters, digits, `.`, `_`, `:` and `-`. Otherwise Salesfinity
    generates one.


    ## Request bodies


    Bodies are JSON. A field the operation does not define is rejected with
    **400**

    (`property <name> should not exist`). A body may be up to 10 MB on
    `/v1/contact-lists` and

    `/v2/sequencer`, and up to 1 MB everywhere else; a larger one gets **413**.


    Writes that record a person take a `user_id`: the team member the call acts
    as. On

    contact lists and notes, a `user_id` that is not on the team gets **400**.
    On the Sequencer

    it must be an active member, or the call gets **403**.


    ## Pagination


    List endpoints accept `page` (1-based) and `limit` query parameters.
    Defaults, maximums and

    the response envelope differ by endpoint family, so read the `limit`
    parameter and the

    response schema on the operation itself. Scored calls and every paged
    `/v2/sequencer`

    list return `{ data, pagination: { total, page, limit, pages } }`. Call logs
    return that shape

    when a `filters[...]` parameter is sent, and `{ data, pagination: { total,
    page, next } }`

    otherwise.


    ## Rate limits


    Limits are per team: every API key on a team shares them. Requests are
    counted per bucket in

    fixed one-minute windows that start on the minute.


    | Bucket | Routes | Requests per minute |

    |---|---|---|

    | Sequencer reads | `GET /v2/sequencer/*` | 600 |

    | Sequencer writes | `POST`, `PATCH`, `PUT` and `DELETE` on
    `/v2/sequencer/*` | 300 |

    | Heavy reads | `GET /v1/call-log` and `GET /v1/scored-calls` (the lists),
    `/v1/analytics/*`, `/v1/sequences` and `/v1/sequences/{id}` | 120 |

    | Everything else | All other endpoints | 1200 |


    Every response to an authenticated request carries `X-RateLimit-Limit`,

    `X-RateLimit-Remaining` and `X-RateLimit-Reset` (seconds until the window
    resets). Over the

    limit the API returns **429** with a `Retry-After` header giving the seconds
    to wait. These

    are the current limits; Salesfinity gives notice before lowering them.


    ## Idempotency


    `POST` endpoints outside the Sequencer are not idempotent: cap retries, and
    confirm state with

    a `GET` before retrying a create. Every `POST /v2/sequencer/*` endpoint
    except the three

    `/preview` endpoints accepts an `Idempotency-Key` header. Keys are kept for
    24 hours per team.

    A retry with the same key and the same request replays the original
    successful response. The

    same key with a different body or path returns **409**, and so does a retry
    while the first

    request is still running, which is safe to repeat after a moment. A request
    that fails frees

    its key, so a retry after a 5xx runs the write again: confirm state with a
    `GET` before

    retrying a create that failed with a 5xx.
  version: 1.0.0
  termsOfService: https://salesfinity.ai/terms
  contact:
    name: Salesfinity Support
    email: hello@salesfinity.co
    url: https://support.salesfinity.ai
  license:
    name: MIT
    url: https://opensource.org/licenses/MIT
servers:
  - url: https://client-api.salesfinity.co
    description: Production. The only public Salesfinity API host.
security:
  - ApiKeyAuth: []
tags:
  - name: Contact Lists
    description: >-
      Create, read, merge, and delete CSV contact lists, add or remove the
      contacts inside them, and put a list's contacts in its dialing queue.
  - name: Teams
    description: >-
      Read the team that owns the API key, including its members, licenses, and
      statuses.
  - name: Dispositions
    description: Read the default and custom call outcomes configured for the team.
  - name: Sequences
    description: >-
      Read the external CRM sequences that appear on the team's call logs, with
      call counts and first and last use. Not the Salesfinity Sequencer, which
      is the Sequencer Sequences group.
  - name: Call Logs
    description: >-
      Read the raw call history for the team, with filtering, sorting, and
      pagination.
  - name: Analytics
    description: Aggregated call metrics for the team, by contact list, and by SDR.
  - name: Snoozed Contacts
    description: Read and manage contacts that have been snoozed out of the dialing queue.
  - name: Follow-up Tasks
    description: Read follow-up tasks created from call outcomes.
  - name: Custom Fields
    description: Read the custom field mappings configured for the team.
  - name: Scored Calls
    description: Read AI-scored calls with per-facet scoring and coaching recommendations.
  - name: Notes
    description: >-
      Attach freeform notes to a person or company, list them, and pin the ones
      that matter.
  - name: Enrichment
    description: >-
      Look up phone numbers and work or personal email addresses for a LinkedIn
      profile, and check the team's remaining enrichment credits.
  - name: Sequencer Sequences
    description: >-
      Create, configure, enable and duplicate Sequencer cadences, and read their
      analytics. Distinct from the Sequences group, which lists sequence names
      observed on call logs from an external CRM.
  - name: Sequencer Steps
    description: The ordered steps that make up a cadence.
  - name: Sequencer Templates
    description: Reusable email subjects and bodies that email steps send from.
  - name: Sequencer Enrollments
    description: >-
      Contacts inside a sequence: where they are in the cadence, and the verbs
      that move them. Bulk verbs take up to 500 enrollments.
  - name: Sequencer Enrolment Runs
    description: >-
      Background enrollment of up to 5,000 contacts at a time, and the preview
      that shows what a batch would do.
  - name: Sequencer Tasks
    description: The rep task queue a cadence produces, plus standalone one-off tasks.
  - name: Sequencer Suppression
    description: >-
      The team do-not-contact list, checked when someone is enrolled and again
      before every email is sent.
  - name: Sequencer Policies
    description: 'Rules of engagement: what may be enrolled, and what happens at each step.'
  - name: Sequencer Settings
    description: Team-level sequencer settings and sending mailboxes. Read-only.
externalDocs:
  description: Salesfinity API documentation
  url: https://docs.salesfinity.ai
paths:
  /v1/custom-fields:
    get:
      tags:
        - Custom Fields
      summary: List custom field mappings
      description: >-
        Returns the team's custom field mappings: one record for each source (a
        CRM, or `csv` for CSV uploads) whose field mapping was saved in the
        dashboard's integration settings. Each entry in `fields` (contacts) and
        `lead_fields` (leads) ties a field in that source (`external_key`,
        `external_name`) to the name Salesfinity shows for it (`internal_name`).
        When contacts are imported from a CRM, each mapped field becomes a
        custom field on the contact whose `label` is the `internal_name`.


        The `custom_fields` you send to `POST /v1/contact-lists` and `POST
        /v1/contact-lists/{id}` are free text and are not checked against these
        mappings. Reuse an `internal_name` as the `label` to give an API-created
        contact the same field a CRM-imported one has.


        Not paginated. The array is empty when nothing is mapped. Records for
        some CRMs also carry `deal_fields`, `account_fields`,
        `deal_field_mapping` and `account_field_mapping`.
      operationId: get-custom-fields
      responses:
        '200':
          description: Every custom field mapping record for the team.
          headers:
            X-Request-Id:
              $ref: '#/components/headers/X-Request-Id'
            X-RateLimit-Limit:
              $ref: '#/components/headers/X-RateLimit-Limit'
            X-RateLimit-Remaining:
              $ref: '#/components/headers/X-RateLimit-Remaining'
            X-RateLimit-Reset:
              $ref: '#/components/headers/X-RateLimit-Reset'
          content:
            application/json:
              schema:
                type: array
                items:
                  $ref: '#/components/schemas/CustomFieldsDTO'
              example:
                - _id: 66e0f3a1b2c3d4e5f6a7b8c9
                  source: hubspot
                  team: 64f1a2b3c4d5e6f7a8b9c0d1
                  user: 680edc0d1504192884a148e0
                  fields:
                    - _id: 66e0f3a1b2c3d4e5f6a7b8ca
                      type: enumeration
                      field_type: select
                      internal_name: Account tier
                      external_key: account_tier
                      external_name: Account Tier
                  lead_fields: []
                  createdAt: '2026-09-14T09:20:11.204Z'
                  updatedAt: '2026-09-30T16:45:02.871Z'
        '403':
          $ref: '#/components/responses/Forbidden'
        '429':
          $ref: '#/components/responses/TooManyRequests'
        '500':
          $ref: '#/components/responses/InternalServerError'
components:
  headers:
    X-Request-Id:
      description: >-
        Identifies the request in Salesfinity's logs, and matches `request_id`
        in an error body. Echoes the `X-Request-Id` you sent when it is 1 to 128
        characters of letters, digits, `.`, `_`, `:` and `-`; otherwise
        Salesfinity generates one.
      schema:
        type: string
      example: 0f6d3c52-9f3e-4c1a-a4b8-2b1f7e5d9c10
    X-RateLimit-Limit:
      description: >-
        Requests allowed per minute in the rate-limit bucket this request
        counted against. Limits are per team: every API key on the team shares
        them.
      schema:
        type: integer
      example: 300
    X-RateLimit-Remaining:
      description: Requests left in the current one-minute window for this bucket.
      schema:
        type: integer
        minimum: 0
      example: 0
    X-RateLimit-Reset:
      description: >-
        Seconds until the current window ends and the bucket resets. At least 1
        and at most 60.
      schema:
        type: integer
        minimum: 0
      example: 12
    Retry-After:
      description: >-
        Seconds to wait before retrying: the time left in the current one-minute
        window. At least 1 and at most 60.
      schema:
        type: integer
        minimum: 0
      example: 12
  schemas:
    CustomFieldsDTO:
      type: object
      properties:
        _id:
          type: string
          description: ID of the mapping record.
        source:
          type: string
          enum:
            - csv
            - salesforce
            - salesforce_sandbox
            - salesloft
            - outreach
            - apollo
            - hubspot
            - attio
            - active-campaign
            - custom
            - pipe-drive
            - monday
          description: >-
            The integration the mapping belongs to. `csv` holds the mapping used
            for CSV uploads.
        team:
          type: string
          description: ID of your team.
        user:
          type: string
          description: ID of the member who first saved the mapping.
        fields:
          type: array
          items:
            $ref: '#/components/schemas/CustomFieldDTO'
          description: Mappings for contact fields.
        lead_fields:
          type: array
          items:
            $ref: '#/components/schemas/CustomFieldDTO'
          description: Mappings for lead fields, for CRMs that have leads.
        deal_fields:
          type: array
          items:
            $ref: '#/components/schemas/CustomFieldDTO'
          description: >-
            Deal fields to show, for CRMs that support them. Absent when not
            configured.
        account_fields:
          type: array
          items:
            $ref: '#/components/schemas/CustomFieldDTO'
          description: >-
            Account fields to show, for CRMs that support them. Absent when not
            configured.
        deal_field_mapping:
          type: array
          description: >-
            Which CRM fields fill Salesfinity's standard deal fields. Absent
            when not configured.
          items:
            type: object
            properties:
              internal_id:
                type: number
              external_key:
                description: A field key, or an array of keys.
              external_name:
                description: A field name, or an array of names.
        account_field_mapping:
          type: array
          description: >-
            Which CRM fields fill Salesfinity's standard account fields. Absent
            when not configured.
          items:
            type: object
            properties:
              internal_id:
                type: number
              external_key:
                description: A field key, or an array of keys.
              external_name:
                description: A field name, or an array of names.
        createdAt:
          type: string
          format: date-time
        updatedAt:
          type: string
          format: date-time
      required:
        - _id
        - source
        - team
    CustomFieldDTO:
      type: object
      properties:
        _id:
          type: string
          description: ID of the entry.
        type:
          type: string
          description: >-
            The field's data type in the source, as that source names it, such
            as HubSpot's `string` or `enumeration`.
          example: enumeration
        field_type:
          type: string
          description: >-
            The field's input type in the source, such as HubSpot's `text` or
            `select`.
          example: select
        internal_name:
          type: string
          description: >-
            The name Salesfinity shows. It becomes the `label` of the contact's
            custom field when contacts are imported.
          example: Account tier
        external_key:
          type: string
          description: The field's API name in the source.
          example: account_tier
        external_name:
          type: string
          description: The field's display name in the source.
          example: Account Tier
    Error:
      type: object
      title: Error
      description: >-
        The error envelope returned by every Salesfinity API error response. The
        shape is identical across all status codes and all endpoints, and
        `request_id` is present on every error the API returns.
      required:
        - message
        - error
        - statusCode
        - request_id
      properties:
        message:
          description: >-
            Human-readable description of the failure. A string for most errors,
            and an array of strings when request validation fails, with one
            entry per field that did not validate.
          oneOf:
            - type: string
            - type: array
              items:
                type: string
          example: Forbidden resource
        error:
          type: string
          description: >-
            Stable HTTP reason phrase for the status code, such as `Forbidden`.
            One exception: a 403 from a `/v2/sequencer` write whose `user_id`
            has no active plan or seat carries `NO_ACTIVE_PLAN` here. Branch on
            this rather than on `message`.
          example: Forbidden
        statusCode:
          type: integer
          format: int32
          description: >-
            HTTP status code, repeated in the body so it survives transports
            that drop it.
          example: 403
        request_id:
          type: string
          description: >-
            Identifies the request in Salesfinity's logs; the same value as the
            `X-Request-Id` response header. Include it when you contact support.
          example: 0f6d3c52-9f3e-4c1a-a4b8-2b1f7e5d9c10
        errors:
          type: array
          items:
            type: string
          description: >-
            Present on a few Sequencer errors, such as a rules-of-engagement
            policy whose rules fail the catalog check: one entry per problem.
            Other fields an upstream service sends are passed through unchanged
            too.
      example:
        message: Forbidden resource
        error: Forbidden
        statusCode: 403
        request_id: 0f6d3c52-9f3e-4c1a-a4b8-2b1f7e5d9c10
  responses:
    Forbidden:
      description: >-
        Forbidden. The `x-api-key` header is missing, malformed, revoked, or
        belongs to another team. Send a valid key in the `x-api-key` header.
        Salesfinity returns 403 (not 401) for a missing, malformed, revoked, or
        wrong-team key. On an operation that takes a `user_id`, 403 can also
        mean that team member may not do this, for example a Sequencer call
        acting as an inactive member; `message` then says why. A `/v2/sequencer`
        write whose `user_id` has no active plan or seat gets `error` set to
        `NO_ACTIVE_PLAN` instead of `Forbidden`; assign the member a seat.
      headers:
        X-Request-Id:
          $ref: '#/components/headers/X-Request-Id'
      content:
        application/json:
          schema:
            $ref: '#/components/schemas/Error'
          example:
            message: Forbidden resource
            error: Forbidden
            statusCode: 403
            request_id: 0f6d3c52-9f3e-4c1a-a4b8-2b1f7e5d9c10
    TooManyRequests:
      description: >-
        Too Many Requests. The team has used its per-minute budget for this
        rate-limit bucket; the limit is shared by every API key on the team.
        Wait the number of seconds in the `Retry-After` header (never more than
        60), then retry. The request was refused before it ran, so retrying it
        is safe even for a write. Pace bulk work with the
        `X-RateLimit-Remaining` and `X-RateLimit-Reset` headers. See
        /api-reference/rate-limits.
      headers:
        Retry-After:
          $ref: '#/components/headers/Retry-After'
        X-RateLimit-Limit:
          $ref: '#/components/headers/X-RateLimit-Limit'
        X-RateLimit-Remaining:
          $ref: '#/components/headers/X-RateLimit-Remaining'
        X-RateLimit-Reset:
          $ref: '#/components/headers/X-RateLimit-Reset'
        X-Request-Id:
          $ref: '#/components/headers/X-Request-Id'
      content:
        application/json:
          schema:
            $ref: '#/components/schemas/Error'
          example:
            message: Rate limit of 300 requests per minute exceeded. Retry in 12s.
            error: Too Many Requests
            statusCode: 429
            request_id: 0f6d3c52-9f3e-4c1a-a4b8-2b1f7e5d9c10
    InternalServerError:
      description: >-
        Internal Server Error. Something went wrong on the Salesfinity side.
        Retry with exponential backoff. If it persists, contact
        hello@salesfinity.co with the `request_id` from the body, the request
        path and the timestamp. The contact-list, snoozed-contact and note
        routes do not validate an ID in the path, and the analytics routes do
        not validate `user_ids`: an ID that is not a 24-character hexadecimal
        string returns 500 there, and retrying does not help, so check the ID
        first.
      headers:
        X-Request-Id:
          $ref: '#/components/headers/X-Request-Id'
      content:
        application/json:
          schema:
            $ref: '#/components/schemas/Error'
          example:
            message: Internal server error
            error: Internal Server Error
            statusCode: 500
            request_id: 0f6d3c52-9f3e-4c1a-a4b8-2b1f7e5d9c10
  securitySchemes:
    ApiKeyAuth:
      type: apiKey
      in: header
      name: x-api-key
      description: >-
        Team-scoped API key generated in the Salesfinity dashboard under
        Settings → Connections → API & Webhooks. A missing or invalid key
        returns HTTP 403.

````

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